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Certificates

Philanthropic Planning with Business Owners Certificate

More than 99% of U.S. companies are privately owned. Their founders and owners contribute more money and time than non-entrepreneurs. They’re more likely to consider themselves philanthropists, to be hands-on in their philanthropy, and to leave legacy gifts. Additionally, approximately 69% of these business owners intend to incorporate charitable giving into their plans for exiting their businesses.  

 

​In this certificate, you’ll learn about demographic trends in wealth building through business ownership and the philanthropic planning implications of various business structures and assets. You’ll gain insights into frameworks for managing companies’ philanthropy and social impact programs. You’ll also learn about your role in helping business owners find their purpose and meet philanthropic planning goals before, during, and after exits from their businesses.

73%

Entrepreneurs as Philanthropists, Fidelity Charitable

of entrepreneurs have spoken with an advisor about giving, compared with half of non-entrepreneurs.
LEARNING OBJECTIVES
  • Understand how philanthropic planning fits into the lifecycle of starting, growing, and exiting different types of business entities.

  • Compare opportunities and challenges of charitable planning with several types of business assets.

  • Choose potential options for a business to formalize its philanthropy or social impact program.

  • Evaluate the potential impact of business ownership transition options on the owner and their philanthropic goals.

  • Propose philanthropic planning solutions for a case study of a “millionaire next door” business owner.

FACULTY
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David Flores Wilson

David Flores Wilson, CFA, CFP®, CEPA®, CM&AA, Managing Partner at Sincerus Advisory, advises entrepreneurs and business owners in New York City on personal financial planning issues from formation to exit and beyond. A multiple-time Investopedia Top 100 Financial Advisor, his financial guidance has appeared on CNBC, Yahoo!Finance, the New York Times, US News & World Report, and InvestmentNews.  

David represented Guam in the 1996 Atlanta Olympic Games, sits on the Board of Directors as Treasurer for the Lower East Side Girls Club, and is active with Entrepreneur's Organization, the Estate Planning Council of New York City, Advisors in Philanthropy (AiP), and the Exit Planning Institute. 

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Denise Sarkor

With over 18 years of experience at the intersection of financial services, business strategy, and human development, Denise Sarkor is Principal & Private Wealth Advisor at Sarkor Financial Advisors—a fee-only financial planning and investment management firm. In this capacity, she advises trailblazing—yet underestimated—community leaders, career executives, and small business owners on their personal financial plans, portfolios, trusts, estates, and philanthropic vehicles. 

Denise's expertise extends beyond traditional financial services, as she focuses on helping marginalized communities in building impactful legacies through tailored financial strategies. Learn more at denisesarkor.com or sarkorfinancialadvisors.com. 

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Lillie N. Nkenchor

Lillie N. Nkenchor, Esq., LL.M. is the Founding and Managing Attorney of Lillie N. Nkenchor, PC, where she drafts estate planning and business documents and resolves complex legal issues for individuals, families, and business owners. Lillie combines legal precision with strategic insight to help clients protect assets, build generational wealth, and achieve their personal and business goals in a tax-efficient way. 

In addition to her legal practice, Lillie is an engaging speaker who presents to students, professionals, and community groups to educate, inspire, and empower others to plan confidently. Her mission is to demystify estate and business planning so people can move forward without fear or confusion—and take control of their financial futures. 

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Ryan Raffin

Ryan serves as Partner, Noncash Assets & Compliance, for Charitable Solutions, LLC. His work focuses on compliance, tax, and due diligence issues relating to complex charitable giving. His work involves assessment of proposed donations and liquidation of donated assets, particularly involving Dechomai Foundation, Inc. 

Prior to joining Charitable Solutions, Ryan graduated from the University of Iowa College of Law. He earned a bachelor's degree in accounting from the University of Notre Dame. He is licensed to practice in Colorado and South Carolina. 

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Sarah Taylor

Sarah Taylor is the founder of Taylor Impact Group, where she helps individuals, families, foundations, and companies build their legacy through purposeful and strategic giving. 

Before launching her independent practice, Sarah built and led philanthropic programs for Fortune 500 companies, like Tito's Handmade Vodka and Vista Equity Partners. She has advised executives on their personal giving, developed signature grantmaking programs, launched employee giving initiatives, and scaled cause-marketing efforts that increased brand equity and consumer loyalty. 

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Tony Macklin

Tony Macklin leads the development of new education programs and field-building projects as Daylight’s Director of Advisor Practice. He is a philanthropist, philanthropoid, and philanthropy geek. Tony enjoys working at the intersection of meaningful giving and community results, specifically connecting older, established forms of philanthropy with emerging trends and experiments. Tony helps donors, families, grantmakers, and their advisors and associations answer questions about shared purpose, use of resources for social impact, governance, strategy, and assessment. He is a frequent speaker, trainer, and author. 

Philanthropic Planning with Business Owners Certificate Modules
  • Fundamentals of Entrepreneurship and Business Ownership

  • Charitable and Estate Planning with Business Owners

  • Business Philanthropy and Social Impact Choices

  • Philanthropy as Part of Business Transition & Exit Planning

  • Case Study Exercise, Post-Ownership, and Advisory Roles

Course Format

Program Type: Certificate program - asynchronous course with module quizzes

Program Delivery: Readings, lectures, videos, graphics, downloadable advisor resources

Program Length: 8-10 hours

Program Complexity Level: Basic

Daylight is an approved CE sponsor. Continuing education credits are pending for completion of the Philanthropic Planning with Business Owners Certificate.

CFP®, CPWA®, CIMA®, RMA®

CAP®, CFRE, CSPGCM

Register for an individual certificate or an Annual Certificate Subscription now!
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